Join us at the
Heart of Wealth

Citywire USA’s inaugural Private Assets for Wealth (PAW) conference will bring together GPs and LPs from across the US to dig into the future of due diligence around private markets.

This event is centered on education, helping researchers understand best practices for due diligence as alternatives continue to become democratized and break into the retail wealth market.

Attendees are investment researchers from wirehouses, global and regional banks, independent broker-dealers, TAMPs and RIAs. Alternatives due diligence and product experts from these firms are also partnering with Citywire to share their perspectives from the stage on everything from to the private credit craze, to understanding interval funds and redemption challenges, to advisor education.

Claim your place

Become a PAW USA collaborator

Why you should be there

Learn from the most advanced thinkers in private assets

Connect with your peers, industry leaders, and top allocators

Be part of this industry’s next wave of innovation

Speakers

Hear from the voices shaping wealth

From influential allocators to strategic advisors and thought leaders, our speakers represent the voices actively shaping private markets today.

Tania Mitra

Deputy Editor, Citywire Professional Buyer

Citywire
Ashley Lowe McConnell

Head of Audience Development, US

Citywire
Amelia Holland

Country Head, US

Citywire
Alex Steger

Director of Editorial, US

Citywire
Kim Flynn

President

XA Investments
Matt Doyle

Head of Alternative Investments Due Diligence

LPL Financial
Bora Lim

Managing Director, Head of Hedge Fund & Alternative Credit Origination

Bank of America
Robert Picard

Managing Director, Head of Alternative Investments

Hightower Advisors
Tim Rolfs

Managing Director, Head of Product Origination & Platform Management

Wells Fargo
Brad Sussman

Vice President, Product Development and Research Alternative Investments, Global Wealth Solutions

Raymond James
Finbar Ward

Executive Director, Closed-End Fund Product Development

Morgan Stanley
Karim Simplis

Director of Private Markets

Dynasty Financial Partners
Jon Fults

Partner, Head of Private Assets

Jordan Park Group Financial